ACT Webinar : Getting started with AI for treasury workflows: learnings from the front line | The Association of Corporate Treasurers

ACT Webinar : Getting started with AI for treasury workflows: learnings from the front line

Online
27 May 2026 I 12:30-13:15 BST

What will it take for treasury to catch up with AI, and where do you actually begin? 

In this webinar, dive into the practical reality of AI in treasury: what it actually means, where to start, and what a good AI setup for treasury should look like in practice. We'll walk through the use cases making a real difference today; from AI-driven cash forecasting, scenario modelling and FX monitoring, to daily liquidity digests and idle cash detection, and share the honest lessons learned from teams already doing it.

Whether you're building a business case for AI adoption internally or just trying to figure out where to begin, you'll leave with a clear, actionable framework for getting started, without the hype.


What will you learn by attending this webinar?

  • The AI use cases delivering real value in treasury today; forecasting, FX monitoring, liquidity management, and more
     
  • What good looks like: how to evaluate AI tools and why explainability matters as much as accuracy
     
  • Real-world learnings from Personio’s treasurer on building the business case and what the early adoption experience taught them
     
  • A practical framework for getting started; where to begin, how to work with imperfect data, and how to go live in weeks

Meet the speakers

 

Gurjit Pannu, Co-founder, Palm

Gurjit Pannu is Co-Founder & Co-CEO of Palm, the AI treasury intelligence platform that layers on top of your TMS/ ERP to optimise cash, strengthen forecasts, and manage debt and FX with precision. Before founding Palm, Gurjit spent a decade managing billion-dollar treasuries at Uber, Levi's, and Remote, giving him a practitioner's perspective on the exact problems Palm was built to solve. Today, he leads product at Palm, building AI-led workflows that transform how treasury teams handle forecasting, cash positioning, and financial decision-making.

Tom Thorn, Senior Treasury Manager, Personio

Tom Thorn is a treasury leader with deep expertise in cash & liquidity management, banking structures, forecasting, trade finance, and FX/settlements. Currently Senior Treasury Manager at Personio, he focuses on driving AI adoption to generate efficiency gains and value-add insight, alongside delivering scalable treasury operating models, stronger controls, and transformation programmes.


 

Moderator

Naresh Aggarwal, Associate Director, Policy & Technical, ACT

Naresh has spent 30 years in a variety of treasury roles spanning industry and advisory firms. At PwC he was the UK Lead for Cash Management and Payments where he helped lead the firm’s work on payments, Brexit, treasury controls, Blockchain, operational resilience and target operating model design and implementation. He won an Innovation award for his proposition around mobile payments.

Register now

27 May 2026

12:30-13:15 BST


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